Quilter Cheviot Cumbria Office

Quilter Cheviot Cumbria Office

5(3 reviews)
Closed
Opens tomorrow at 9 AM
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Address

3 Wavell Dr,Carlisle,CA1 2ST,United Kingdom

Directions

Opening Hours

Monday9 AM–5 PM
Tuesday9 AM–5 PM
Wednesday9 AM–5 PM

About

Quilter Cheviot is a financial planning office providing investment management and wealth advisory services. The Carlisle team is known for personalised client care, with advisers like Michelle Ritson recognised for responsive support and tailored guidance. Backed by in-house research, the firm combines local accessibility with national resources for long-term financial planning.

Customer Reviews

5.0(3 reviews)
Google Reviews
3
M
M.W.ALBERTI
3 years ago

A friendly welcome with a professional yet approachable local team, backed up by the support of the company and its researchers. Since moving over from our previous long-standing IFA, the attention, advice and care that has been shown to us by Neil and his team has surpassed our expectations - we are glad that we are not "just a number" and the advice that has been given has been sound and tailored to our situation - the turmoil of the pandemic initially give us great concerns but the constant communication, active risk management and eventual positive results from that time proved to us that we're in safe hands. I'd recommend moving to Quilter if you're dissatisfied or feel ignoreed by your current advisors.

C
Christopher Bisco
3 years ago

We have been getting excellent service from Michelle Ritson who seems to understand our needs well and responds quickly to our requests with the help of her support team. We are pleased to have her as our adviser.

G
Graeme MetcalfeLocal Guide
4 years ago